Episode Details

Andrew, Ben, and Tom discuss Comcast's 20% surge on the announced spinoff of NBCUniversal and Sky from its cable business, Korea's plan to orchestrate $880 billion in AI capacity spending by 2029 with Samsung and SK Group leading $570 billion of chip investment, Apple lobbying the Trump administration for clearance to buy memory chips from blacklisted CXMT as the memory squeeze pushes hyperscalers to find new sources, Williams' proposed $5.5 billion deal for Momentum Midstream, and the renewed back-and-forth in the Strait of Hormuz as Iran and the US move to talks in Doha.


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